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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,101 | $102,422-23.7% | $147,117-46.9% | $80,959-3.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 15.80% | 135.16%-119.4pp | 420.54%-404.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $3,557 | $3,717-4.3% | $4,932-27.9% | $2,757+29.0% |
| Participant deferral / active EE | $7,849 | $6,652+18.0% | $8,065-2.7% | $4,300+82.5% |
| Admin fee / account holder | $24,111 | $7,953+203.2% | $12,993+85.6% | $6,925+248.2% |